Diversified Portfolios Inc’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,558
| Closed | -$298K | – | 130 |
|
|
2022
Q1 | $298K | Hold |
1,558
| – | – | 0.07% | 112 |
|
|
2021
Q4 | $314K | Buy |
1,558
+24
| +2% | +$4.84K | 0.08% | 107 |
|
|
2021
Q3 | $337K | Hold |
1,534
| – | – | 0.09% | 95 |
|
|
2021
Q2 | $367K | Sell |
1,534
-530
| -26% | -$127K | 0.14% | 77 |
|
|
2021
Q1 | $526K | Sell |
2,064
-85
| -4% | -$21.7K | 0.17% | 57 |
|
|
2020
Q4 | $460K | Buy |
+2,149
| New | +$460K | 0.16% | 54 |
|
|
2020
Q1 | – | Sell |
-644
| Closed | -$210K | – | 54 |
|
|
2019
Q4 | $210K | Buy |
644
+104
| +19% | +$33.9K | 0.1% | 62 |
|
|
2019
Q3 | $205K | Buy |
+540
| New | +$205K | 0.1% | 57 |
|
|
2019
Q2 | – | Sell |
-536
| Closed | -$204K | – | 53 |
|
|
2019
Q1 | $204K | Buy |
+536
| New | +$204K | 0.11% | 53 |
|